FP
FORTRESS PRIVATE LEDGER, LLC
SEC RegisteredRALEIGH, NChttps://myept.com/mydstplan/joegrabar919-322-2761
Assets Under Management
$500M–$1B
Employees
22
Office Locations
5 offices
Total Accounts
1528
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations
Services
investment_managementestate_planningtax_planninginsurance
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 583 | $213M |
| High Net Worth Individuals | 98 | $260M |
| Charitable Organizations | 10 | $99M |
16 total clients reported on Form ADV.
Leadership
Joseph Nicholas Iii Grabar
CEO/CCO
Office locations
5 offices in 2 states
NC
RALEIGHHQ
NC
MOUNT AIRY
NC
DURHAM
VA
RICHLANDS
NC
HUNTERSVILLE
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#290298
SEC Number
801-118075
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Phone
919-322-2761Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FORTRESS PRIVATE LEDGER, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.